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UDI
+2.03 · +6.49%
$33.24 · NYSE ARCA

USCF ETF Trust (UDI) ETF Analysis | Large Value

USCF Investments · USA
AUM:$8.5M
#– of – in Large Value ETFs

Educational tool only – Figures are based on historical data, holdings and expense metrics for informational purposes. This is not financial advice or a recommendation to buy or sell any security. Always conduct your own research or consult a qualified financial adviser.

Market Performance

Up 18.1% over the past year, showing positive momentum.

Cost Efficiency

Ongoing charge of 0.65% — moderate cost. Consider how fees compound over long holding periods.

What is UDI?

The fund seeks a high level of current income and, as a secondary objective, growth of income, by investing in U. exchange-traded dividend-paying and dividend-growth companies that meet the fund"s ESG criteria.

Performance Highlights

Returns (%)
Top Sectors (%)

Investment Breakdown

Strong Recent Performance
UDI delivered 18.1% over the past year. Historical returns only — past performance is not indicative of future results.
Moderate Cost
Expense ratio of 0.65%. Consider how fees compound over a long holding period.
Moderate Concentration
Top 10 holdings make up 36.6% of the ETF — a moderate level of name concentration.
ETF Information
AUM$8.5M
Expense Ratio0.65%
Dividend Yield2.60%
Holdings40
Inception DateJun 2022
Domicile–
Distribution–
Index–
ProviderUSCF Investments
Beta0.72
CategoryLarge Value
CurrencyUSD
Portfolio Impact

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Example preview
6168
+7 points · better diversified

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Uses ISF.L (iShares FTSE 100 ETF)
Indicators

Performance Metrics

Historical returns

6M
+7.8%
1Y
+21.9%
3Y
+62.9%
5Y
+72.2%
OpenBook InsightIf you had invested £10,000 in UDI 5 years ago, it would have grown to £17,223 — a gain of £7,223.

Annual Returns

Calendar year performance

UDI delivered positive returns in 5 of the last 5 calendar years.
YearUDI
2026 YTD+16.5%
2025+14.5%
2024+16.4%
2023+6.1%
2022+3.8%
CAGR 4yr+10.1%
5/5 positive yearsAvg return: +11.5%Worst year: +3.8% (2022)

Technical Analysis Summary

Automated insights from historical price action and indicators

Technical Regime: MIXED
Trend Strength
67%
Positive
Volatility
7.9%
Low
Momentum
+1.9%
30-day change
Support Level
36.77
Key floor
Key Insights
  • Price is consolidating, with low momentum over the recent period.
  • Low volatility environment with a narrower recent trading range.
  • Monitor key support and resistance levels as part of broader risk assessment.
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